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Archive for February 2024

Investments in U.S. Real Estate Investment Trusts (REITs)

Monthly Economic News

INVESTMENT COMMITTEE COMMENTARY February 2024 Stocks ended February on a high note with the S&P 500 and Nasdaq 100 notching all-time highs. Technology companies, particularly those linked to artificial intelligence (AI), helped drive stocks. Inflation data released at the end of the month was in line with expectations, which also supported stocks. February’s gains marked…

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Financial Planning in Higher Interest Rate Environments

Advisor Perspective

Over the last several years, interest rates have risen dramatically affecting both short and long-term rates. In recent months, the Federal Reserve has indicated their plan to reduce interest rates several times in 2024 and 2025, rather than continue the interest rate hikes of the last several years. Some people have forecast that this will…

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JMG Announces Nine New Principals

Firm News

We are pleased to announce that the following team members have been promoted to Principals at the firm. Each individual has served a critical role to the growth of the firm with an average tenure of over 20 years with JMG. We appreciate their loyalty and dedication to the firm and to the clients we…

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